Portfolio

Our investment strategy is to focus on those sectors where we can leverage the expertise of our investment professionals and our broader network. Specifically, we target investments in companies involved in the development and sale of consumer products, industrial products, medical products and business services. We also target companies in other sectors on an opportunistic basis that have strong, defensible franchises in segments with attractive industry dynamics.

We invest in high growth opportunities – organizations that we believe will become category leaders in their markets. The following companies are representative of our strategy and include investments made by our fund and our investment professionals.